Eligibility Specialist 3 – Team Lead (Bilingual Spanish Required)

Here at Savista, we enable our clients to navigate the biggest challenges in healthcare: quality clinical care with positive patient experiences and optimal financial results. We partner with healthcare organizations to problem solve and deliver revenue cycle improvement services that enable their success, support their patients, and nurture their communities, all while living our values of Commitment, Authenticity, Respect and Excellence (CARE).

Job Title: Eligibility Specialist 3 – Team Lead

Employment Type: Full-Time, 40 hours per week, Non-Exempt

Pay Range: $26.00-$28.00 per hour*

Work Schedule: Monday – Friday, 8:00am-4:30pm (Schedule flexibility required to meet business needs)                 

Primary Work Location(s):

• Dallas Regional Medical Center - 1011 North Galloway Avenue, Mesquite, TX 75149

Additional Work Location(s):

• Dallas Medical Center - 7 Medical Parkway, Farmers Branch, TX 75234
• Pampa Regional Medical Center - 1 Medical Plaza, Pampa, TX 79065

Why You’ll Love This Role:  

As an Eligibility Specialist 3 – Team Lead, you’ll get to make a difference in patients’ lives every day – and help the people around you do the same! You’ll bring your eligibility expertise to the most complex patient cases while guiding, mentoring, and supporting the colleagues on your team.

In this role, you’ll be the initial go-to resource your team counts on. You’ll train and coach colleagues, help keep daily operations running smoothly, and step in to keep work moving when your manager is away. Your experience will directly shape how patients are served and how your team learns and grows.

If you’re ready to take the next step in your eligibility career and enjoy helping others succeed, this role gives you the opportunity to lead by example, build your leadership skills, and make a lasting impact on patients and colleagues alike.

What You’ll Do:

• Lead, guide, and mentor colleagues, providing hands-on onboarding and continuous development training.
• Oversee day-to-day operations in your manager’s absence, keeping work moving and making sure the team has the support it needs.
• Serve as the go-to resource for your team on questions, escalations, and complex cases, helping colleagues build confidence and skill.
• Monitor workflow and work queues, helping the team prioritize and meet productivity and quality expectations.
• Serve as a patient advocate and subject matter expert, conducting advanced screenings with patients in-person at bedside, to assess eligibility for financial assistance programs.
• Perform in-home patient visits, to support the completion of applications.
• Engage patients via phone outreach to facilitate their cooperation and support the completion of required screenings and documentation. 
• Take ownership of complex and escalated cases, guiding patients through applications for Medicaid, Medicare, Disability, hospital charity care, and non-traditional funding sources, and seeing each case through to resolution.
• Manage a high case load effectively, prioritizing tasks, following up on pending applications, and meeting deadlines while also adhering to productivity and quality expectations (KPIs).
• Share feedback and insights with leadership on team needs, training opportunities, and workflow improvements.
• Identify opportunities to improve workflows and patient experience and share recommendations with leadership to strengthen eligibility services.
• Collaborate and build relationships across teams, acting as a liaison between patients, hospital staff, and government agencies to secure coverage and resolve eligibility issues.
• Communicate with clarity and empathy, explaining financial responsibilities and assistance options in ways that patients can understand.
• Maintain accurate and confidential records, ensuring compliance with HIPAA and organizational policies.
• Use multiple systems and tools to document, track, and report on patient information.
• Support operational needs, including providing floating coverage at hospital locations within your assigned region as required.
• Complete special projects, as assigned.

What We’re Looking For:

• High school diploma or GED
• Proficiency in English and Spanish
• 3+ years of experience in healthcare eligibility, financial counseling, case management, or patient advocacy roles.
• Demonstrated leadership, mentoring, or training experience, whether as a lead, trainer, preceptor, or go-to peer resource.
• Advanced knowledge of state and federal assistance programs such as Medicaid, Medicare, and Social Security Disability.
• Strong organizational skills with the ability to manage complex cases, multiple priorities, and maintain accuracy and attention to detail.
• Tech savvy with ability to efficiently navigate multiple software systems and platforms; experience with EHR systems such as Epic, Cerner, or Meditech is a plus.
• Ability to explain complex information clearly and empathetically to patients and colleagues alike.
• Comfort working in fast-paced environments with changing priorities
• Ability to work independently and make sound decisions, including in locations where you may be the only specialist assigned.
• Genuine care for patients’ needs and concerns with ability to establish a rapport with patients through empathetic communication.
• Dependable, solution-oriented professional who leads by example and collaborates effectively with patients, hospital partners, and internal teams and colleagues.
• Reliable transportation and a valid driver’s license.
• Flexible to travel and support multiple nearby hospital locations when needed and assist with in-home patient visits within assigned market area to meet business needs.  

What We Offer:

• Comprehensive benefits: medical, dental, vision, HSA and FSA accounts, short-term and long-term disability insurance, accident insurance, hospital indemnity insurance, critical illness insurance, life insurance, supplemental insurance, spouse and dependent life insurance, pet insurance, and legal insurance
• Wealth benefits: 401(k) with company match, company HSA contributions, and access to certified financial planners
• Generous paid time off: 17 days PTO for full-time colleagues with increases based on tenure, 9 paid holidays and 40 hours of paid volunteer time each year through our Heart & Soul program
• Learning & career development: premium LinkedIn Learning access and our SOAR development program
• Wellness benefits: free Calm Premium subscription for meditation, stress relief, and sleep support as well as access to our Colleague Assistance Program (EAP) that provides access to licensed professional counselors and work/life resources
• Employee discounts: Perk Spot, discounted cell‑phone plans through Previ, and home/auto insurance discounts
• A collaborative, mission-driven culture built on teamwork, empathy, and growth

About Savista:

Savista RCM is a national leader in healthcare revenue cycle management, partnering with hospitals and health systems for more than 30 years. We are trusted for our deep expertise and highly specialized revenue cycle professionals, working alongside our clients as an extension of their teams. 

Guided by our values of Commitment, Authenticity, Respect, and Excellence (CARE), we believe our success starts with investing in our people. We foster a workplace where colleagues feel supported, included, and empowered to make a meaningful impact. With one of the industry’s most highly trained workforces and with clients all across the United States, Savista offers the stability of an established organization with the agility of a modern, people‑first company.

Join Savista and build a career where your work directly supports patient care, strengthens healthcare operations and contributes to healthier communities, while growing in a collaborative, mission‑driven environment.

Pay Transparency Disclaimer*

Savista is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. However, specific compensation for the role will vary within the above range based on many factors including but not limited to geographic location, candidate experience, applicable certifications, and skills.

Keywords: Eligibility Team Lead, Lead Eligibility Specialist, Senior Eligibility Specialist, Lead Financial Counselor, Patient Financial Counselor, Financial Counselor, Financial Assistance Counselor, Patient Advocate, Medicaid Enrollment Specialist, Charity Care, Hospital Financial Assistance, Team Lead, Case Management

SAVISTA is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race, color, age, veteran status, disability, national origin, sex, sexual orientation, religion, gender identity or any other federal, state or local protected class.

California Job Candidate Notice